Peggy Gan

Credentials:
  • MBA

Focus: Insurance Strategies, Business Owners, Investment Strategies, Estate Planning, Group Benefits, Business Succession Planning, Retirement Income Planning, Charitable Giving, Risk Management Strategies

Languages: English, Chinese – Cantonese, Chinese – Mandarin

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Peggy P.G. Gan has been in the financial services field since 1987.  A graduate of the University of New South Wales with a Bachelor of Commerce degree; emphasis in Accounting, Financial Management and Systems Analysis. Peggy qualified as an Associate of the Australian Society of Accountants from The Australian Graduate School of Management, a postgraduate management and business school that is part of the UNSW Business School in Sydney, Australia.

Languages spoken: English, Chinese, Bahasa Malaysia and Indonesian

CA Insurance Lic#0794865

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MassMutual Northern California

Main Office

3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541

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CRN201912-180567